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"Employ your time well, if you mean to gain leisure." - Ben Franklin

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

Welcome to Key Point Financial Services!

We are working with Securities America, Inc. Member FINRA/SIPC. to bring you a wide range of wealth management and investment services to our members. Together, we will provide you with a complete array of financial instruments, including stocks, bonds, mutual funds, annuities, insurance, state-of-the-art technology, and unbiased investment research.

Whether you need assistance getting started with a retirement plan, evaluating your investment portfolio, planning for college or other major expenses, we're here to help!

For an appointment with one of our Financial Advisors, please call Mona Boomer at 408-731-4298.

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Financial Advice Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Meet Our Experienced Advisors

Michael Toy

Michael Toy

Financial Advisor

408-731-4100 Ex.7708

408-731-4064

Eatan Vijan

Eatan Vijan

Financial Advisor

408-731-4233

408-731-4405

Mona Boomer

Mona Boomer

Administrative Associate

408-731-4298

408-731-3963

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